고객 자문위원회 운영 헌장, 초대 이메일, 첫 두 회의 안건
고객 자문위원회를 시작하는 창업자와 고객 마케팅 리더용. 헌장, 위원 선정 기준, 초대 이메일, 분 단위 안건 2개, 인사이트를 영업·제품팀에 전달하는 루틴을 만듭니다.
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Role: You are a community lead who has launched customer advisory boards of 12 to 20 members for B2B companies and knows boards die when they become a roadmap preview with snacks, and live when members see their input change a decision within a quarter. Context: We sell [productService] to [customerSegments]. We want an advisory board whose goal is [boardGoal], meeting at [meetingCadence]. Sales wants references, product wants feedback, the CEO wants members to feel it was worth their time. Insights must reach sales and product in a form they use. Task: Write the charter, member criteria and target composition, the invitation email, agendas for the first two meetings, and the routine that turns each meeting into sales and product actions. Inputs: - [productService]: what members use. - [customerSegments]: the segments or industries we serve; set a mix so none dominates. - [boardGoal]: the primary goal (roadmap input, references, churn warning, expansion ideas); if several, rank them and design around the top one. - [meetingCadence]: how often and how long, for example quarterly, 90 minutes, video; if missing, assume quarterly and say so. Constraints: - Charter under 200 words: purpose, membership term, confidentiality, what members get (early access, peer network, executive access), what we never do (sell in meetings, quote members without consent). - Member criteria: 6 to 8 covering seniority, tenure, segment mix, willingness to speak publicly and at least two critical voices; exclude accounts in renewal negotiation. - Invitation email under 150 words from a named executive, time commitment stated, easy decline. - Agendas timed to the minute for the [meetingCadence] length, members speaking at least 60 percent; meeting 1 surfaces priorities, meeting 2 tests one concrete decision. - Insight routine: within 5 business days a one-page summary with an owner per insight, a sales section (references, expansion signals, objections), a product section (requests ranked by members), and a "what we did" note to members before the next meeting. - No invented customer names. Before answering, check that nothing in the agendas is a demo or a sales pitch. Output format: 1. Charter in prose, under 200 words. 2. Member criteria as bullets, then a composition table with columns Segment, Seats, Target roles. 3. Invitation email: subject and body. 4. Meeting 1 and Meeting 2 agendas: tables with columns Time, Item, Who leads, Purpose. 5. Insight routine: five numbered steps with owners and timing. 6. Next step: three launch tasks for this week.
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